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Ascentis Independent Advisors → UWMC
Ascentis Independent Advisors UWMC Position History
UWM Holdings Corporation
Quarters held
5
Latest value
$150.4M
Q2 2026
Peak value
$150.4M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $7K |
| Q1 2026 | $125K |
| Q1 2026 | $132K |
| Q2 2026 | $150.4M |
| Q2 2026 | $150.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $150.4M | 65.7K | — | — |
| Q2 2026 | $150.4M | 65.7K | — | — |
| Q1 2026 | $132K | 36.4K | — | — |
| Q1 2026 | $125K | 34.4K | — | — |
| Q1 2026 | $7K | 2.0K | — | — |